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Hard Disk Drives 

Recovery from the Flooding

X-bit labs: Just like others, you suffered significantly from the Thai flooding last year. Can we say that by now you have recovered all your capacities?

Joel Hagberg: Yes, Toshiba successfully ramped up additional volume at its manufacturing facilities in other countries following the Thailand floods. As part of our asset exchange with WD, the former Toshiba disk drive manufacturing facilities in Thailand are now owned by WD.

X-bit labs: What can you tell about the supply chain? Are they back with pre-flood levels?

Joel Hagberg: The entire HDD industry was impacted by the supply chain recovery process following the Thailand flooding. Certain aspects of the channels are still recovering, but the overall supply chain is getting back on track. Industry analyst firms such as Gartner and IDC are better resources for more detailed comment.

 
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